-58.5%
FIG vs AMRZ
-24.2%
-34.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.8% |
| 7D | -3.8% | -7.5% | +3.7% | -3.2% |
| 30D | -2.3% | -12.4% | +10.1% | -1.3% |
| 3M | +20.0% | -22.4% | +42.3% | +21.5% |
| 6M | -16.7% | -29.5% | +12.9% | -13.7% |
| YTD | -37.9% | -24.1% | -13.8% | -38.0% |
| 1Y | -58.5% | -26.3% | -32.3% | -54.9% |
| All | -58.5% | -24.2% | -34.3% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling